Workplace INVESTIGATION Services That Protect Your Business

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When an employee raises a serious concern, how your organization responds matters.

Complaints involving harassment, discrimination, retaliation, policy violations, workplace misconduct, or unethical behavior require a prompt, professional, and impartial response. Delays, inconsistent handling, or inadequate documentation can increase organizational risk and erode employee trust.

Merillat Consulting conducts workplace investigations that are objective, well-documented, and focused on uncovering the facts. We partner with business owners, executives, and HR leaders to help resolve sensitive workplace matters professionally while supporting compliance and maintaining workplace integrity.

Headquartered in Oklahoma, we proudly serve organizations throughout Tulsa, Broken Arrow, Oklahoma City, Northwest Arkansas, Texas, Kansas, Missouri, and employers across the United States.

Not every workplace concern requires a formal investigation—but many situations do.

A timely investigation demonstrates that your organization takes employee concerns seriously while helping leadership make informed decisions based on facts rather than assumptions.

Organizations commonly request our assistance when concerns involve:

• Harassment allegations 
• Discrimination complaints 
• Retaliation concerns 
• Bullying or hostile work environment claims 
• Policy violations 
• Ethics concerns 
• Employee misconduct 
• Supervisor misconduct 
• Workplace conflicts involving serious allegations 
• Theft or misuse of company property 
• Confidentiality breaches 
• Code of conduct violations 

Prompt action helps protect both employees and the organization while supporting a fair and respectful workplace.

Every investigation is conducted with professionalism, discretion, and attention to detail.

Our services include:

Review reported concerns, gather preliminary information, and determine the appropriate scope of the investigation.

Develop a structured investigation plan, identify relevant witnesses, preserve evidence, and establish a clear process.

Conduct confidential interviews with complainants, respondents, witnesses, and other individuals with relevant information.

Review emails, personnel files, policies, time records, performance documentation, security records, and other available information relevant to the investigation.

Evaluate all available information objectively while identifying inconsistencies, corroborating evidence, and relevant findings.

Prepare detailed, organized reports summarizing investigative steps, factual findings, and observations to support leadership decision-making.

Guide appropriate next steps while helping leadership maintain consistency with company policies and applicable employment laws.

Assist with communication planning, corrective action recommendations, policy updates, leadership coaching, and strategies to help prevent similar issues in the future.

Internal investigations can sometimes create concerns about objectivity, confidentiality, or perceived bias—especially when allegations involve managers, executives, or Human Resources personnel.

An independent investigator provides:

• Objective fact-finding 
• Neutral interviews 
• Consistent investigative procedures 
• Thorough documentation 
• Professional reporting 
• Increased employee confidence 
• Reduced organizational risk 
• Support for informed decision-making 

Having an outside HR expert conduct an investigation can strengthen credibility while helping leadership navigate complex workplace situations.

Merillat Consulting follows a structured, consistent approach designed to support fairness and professionalism.

We meet with organizational leadership to understand the concern, gather preliminary information, and define the scope of the investigation.

We identify witnesses, relevant documentation, timelines, and investigative objectives.

We conduct interviews in a respectful, impartial manner while maintaining confidentiality to the extent possible.

Relevant documents, communications, policies, and supporting information are carefully reviewed.

Leadership receives a detailed report outlining the investigative process, factual findings, and recommendations for next steps.

If requested, we assist with corrective actions, manager coaching, policy updates, and communication planning.

When workplace issues become sensitive, you need more than advice—you need an experienced HR partner who can guide the process with professionalism and integrity.

Organizations choose Merillat Consulting because we provide:

• Independent, objective investigations 
• Experienced HR professionals 
• Confidential and respectful interview processes 
• Clear documentation and reporting 
• Practical recommendations 
• Multi-state employment knowledge 
• Responsive communication 
• Ongoing HR support after the investigation concludes 

Our focus is on helping organizations make informed decisions while fostering a respectful, accountable workplace.

A workplace investigation is a structured process used to gather facts about employee complaints, policy violations, or workplace misconduct so leadership can make informed decisions.

Not every concern requires a formal investigation, but all complaints should be taken seriously. We can help determine the appropriate response based on the facts and the organization's policies.

We conduct investigations with discretion and maintain confidentiality to the greatest extent possible. However, some information may need to be shared with individuals who have a legitimate business need to know to complete a thorough investigation and address the concern appropriately.

Yes. An independent investigator can be especially valuable when allegations involve leadership or situations where objectivity is essential.

You'll receive a written report summarizing the investigation process, factual findings, and recommendations. We can also assist with corrective actions, policy updates, leadership coaching, and employee communication.

Serious workplace concerns deserve a thoughtful, objective, and professional response. A well-executed investigation not only helps leadership make informed decisions but also reinforces trust, accountability, and a culture of respect.

Whether you're responding to an employee complaint, evaluating a policy violation, or seeking an independent HR perspective, Merillat Consulting is ready to help.

Contact us today to schedule a confidential consultation and learn how our Workplace Investigation Services can support your organization.